Show me the incentives...
Burner Account. Spend all day on Edgar. Event Driven. Reading the tea leaves.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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showmetheincentives.substack.comLatest Issues
Repay Holdings Corp ($RPAY)
TLDR
Repay was rumored to have tried to sell itself to PE in 2023/24. No takers. Announced a strategic review in March 25. Nothing came of it. The CFO of 11 years left the company, the co-founder retired. So, they de-levered & bought b...
OraSure Technologies, Inc. $OSUR
TLDR
OraSure was a massive beneficiary of covid, but it was only really a one off boost to revenue that has now mostly evaporated. Now the company is basically a cash shell with a small medical device/ diagnostic test company attached....
Sonida Senior Living, Inc. ($SNDA)
TLDR
An aligned c-suite, strategic sponsor & an inflecting theme is a powerful combination. In Sonida Senior Living, we have all three. Add to that, a transformative transaction, a cleaned up capital structure & a highly incentivized m...
Distribution Solutions Group, Inc. $DSGR
TLDR
LKCM, the majority owner of DSGR wants to take the company private. The stock was taken behind the woodshed after a suspiciously messy Q4 results. The offer is a 52% premium to the prior day price, but to say its opportunistic is...
CoStar Group, Inc. (NASDAQ: $CSGP)
TLDR
CoStar’s 35-year dominance in Commercial Real Estate data faces serious activist revolt over their costly push into residential. Shares have been crushed as EBITDA & net income have been severely impacted by Homes.com investment,...
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The writers behind this newsletter.
Part-time investor focused on pre-deal M&A. Inspired by Charlie Munger’s “Show me the incentives and I’ll show you the outcome,” I analyze activist, management, and board incentives to spot value-creation events early. Open to chat markets anytime!
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